This week, on The MarketBeat Podcast Kate sits down with ETF portfolio manager Dave Gilreath, who offers a perspective on “dividend achievers” and why these deserve a role in your portfolio. Dave gives us ideas for some mid-caps that may not be familiar names, but are showing potential, and paying dividends, which offset price declines, even in a market downturn.
Dave also gives us his forecast for the market direction after the U.S. midterm elections and discusses an old-school tech in his portfolio, as well as a familiar industrial name.
-How do midterm election years in the US tend to affect the market? Why is it common to see a larger downdraft in midterm years?
-Based on market history, what can we expect in the fourth quarter?
-How has the S&P 500 performed in the 12 months after the midterm elections, going back to the 1960s?
-How is the strong dollar affecting markets at the moment?
-What is the Nasdaq’s Dividend Achievers Index, and how does Dave use this in his investment strategy?
-What is Dave’s method for avoiding downside risk in stocks, when it comes to the Dividend Achievers?
-How do dividends offset the downside in a bear market?
-Which of the Dividend Achievers has the least downside risk?
-Why is a high P/E ratio not necessarily a concern when evaluating a stock with strong growth?
-How companies outside manufacturing industries can flourish in a time of high inflation?
-Why is a uniform rental and cleaning-supply company among the stocks Dave likes now?
-Why management ownership is an important factor when it comes to being aligned with other shareholders
-How to evaluate whether a company is likely to contract or expand in a recession
-Why a mid-cap maker of industrial filters has been successful in retaining customers
-Do investors overlook “non-glamorous” companies in favor of so-called hot techs? Are they missing good stocks for that reason?
-Why does Dave like a mid-cap industrial distribution company that is a new Dividend Achiever?
-How did analysts arrive at this company’s upside potential?
-Why buying during a time of market volatility can be advantageous to investors?
-Why an old-school tech name has resurfaced as a top pick, despite trading at 1999 levels
-What is driving the business rebound of this U.S.-based broadband networking leader?
-How has the business model for networking companies changed over the years?
-Why a beleaguered big industrial is on Dave’s list, despite being mired in litigation
-How a higher-than-normal dividend yield makes this stock attractive, and why Dave believes the bad news is already baked into this stock
How to find Dave and Innovative Portfolios
Let’s all become smarter investors together. Subscribe to the MarketBeat Podcast today.
Apple Podcasts - Spotify - iHeart - Overcast - Amazon - YouTube
Facebook
Twitter
YouTube